See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
FIRST CLEARING LLC2+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,570 | $75,183+32.4% | $123,892-19.6% | $55,167+80.5% |
| Participation rate | 80.8% | 72.8%+8.0pp | 81.4%-0.6pp | 69.0%+11.8pp |
| Annual return | 7.95% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,500 | $2,823+23.9% | $4,617-24.2% | $1,963+78.3% |
| Participant deferral / active EE | $5,126 | $5,084+0.8% | $5,984-14.3% | $3,054+67.8% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.8% |